Compass Ion Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Compass Ion Advisors, LLC
- $660 Million
- Q2 2024
A detailed history of Compass Ion Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 34,372 shares of AGG stock, worth $3.49 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
34,372
Previous 34,372
-0.0%
Holding current value
$3.49 Million
Previous $3.37 Million
0.89%
% of portfolio
0.51%
Previous 0.51%
Shares
4 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.97 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.89 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.67 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.47 Billion1.52% of portfolio